Investment Rating - The report maintains an "Accumulate" rating for the solid-state battery equipment industry [4]. Core Insights - Solid-state batteries, utilizing solid electrolytes, are recognized as the most promising new battery technology, addressing the low energy density and safety concerns of current lithium-ion batteries. The industry is expected to exceed 100 billion yuan for all-solid-state batteries and 180 billion yuan for the solid-state battery industry by 2030 [1][33]. - The production processes for solid-state batteries will undergo significant changes, leading to new equipment demands. Key processes include dry electrode preparation, electrolyte transfer coating, and isostatic pressing technology, which will require new production equipment compared to traditional liquid lithium batteries [1][2][38]. Summary by Sections 1. Solid-State Battery: Future Battery Technology Direction - Solid-state batteries replace liquid electrolytes with solid electrolytes, significantly enhancing performance and safety, making them the future direction for power batteries [15][19]. - Solid-state batteries offer high energy density, safety, long cycle life, and a wide operating temperature range, addressing critical issues in current power batteries [20][30]. 2. Technology Iteration and Equipment Development Opportunities - The manufacturing processes for all-solid-state batteries will change, creating new equipment needs. The introduction of new processes and equipment upgrades will significantly increase investment in solid-state battery production lines [2][38]. - The front-end processes will see the introduction of dry electrode and solid electrolyte film preparation equipment, which is more compatible with solid-state batteries [2][41]. - Stacking technology will become mainstream in the mid-process, with isostatic pressing introduced to solve issues related to porosity and insufficient contact [2][54]. - High-pressure formation equipment will be necessary in the later stages to optimize battery performance by enhancing contact area and reducing interface resistance [2][63]. - Soft-pack packaging is highly compatible with solid-state batteries, providing advantages in thermal management and structural stability [2][66]. 3. Investment Recommendations - The report suggests focusing on companies involved in solid-state battery equipment, including Naconor, Honggong Technology, Mannester, Liyuanheng, Xianhui Technology, Xinyuren, Xiandai Intelligent, Hangke Technology, Yinghe Technology, Lianying Laser, and Haimeixing [3].

Core Points - The stock price of Yinghe Technology (300457) closed at 21.39 yuan on August 15, 2025, with an increase of 2.64% and a turnover rate of 4.03% [1] - The company experienced a net outflow of main funds amounting to 27.17 million yuan, accounting for 4.96% of the transaction amount [1] - Yinghe Technology reported total operating revenue of 1.338 billion yuan for Q1 2025, a year-on-year decrease of 28.29%, and a net profit attributable to shareholders of 15.16 million yuan, down 90.43% year-on-year [1] Financial Performance - The company's net profit after deducting non-recurring gains and losses was 12.68 million yuan, reflecting a year-on-year decrease of 91.94% [1] - The liquidity ratio stands at 1.477, the quick ratio at 1.142, and the debt-to-asset ratio is 55.62% [1] Company Overview - Yinghe Technology, established in 2006 and located in Shenzhen, primarily engages in the manufacturing of computers, communications, and other electronic devices [1] - The registered capital of the company is approximately 649.19 million yuan, with the same amount for paid-in capital [1] - The legal representative of the company is Wei Aibin [1] Investment and Intellectual Property - Yinghe Technology has made investments in 14 enterprises and participated in 128 bidding projects [2] - The company holds 20 trademark registrations and 306 patents, along with 23 administrative licenses [2]

8月15日，赢合科技大宗交易成交50万股，成交额962.5万元，占当日总成交额的1.73%，成交价19.25元，较市场收盘价21.39 元折价10%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-08-15 | 300457 | 赢合科技 | 19.25 | 50.00 | 962.50 | 招商证券股份有限 | 中国银河证券股份 | | | | | | | | 公司西安曲江新区 | 有限公司北京丽泽 | | | | | | | | 证券营业部 | 证券营业部 | ...

天眼查商业履历信息显示，深圳市赢合科技股份有限公司，成立于2006年，位于深圳市，是一家以从事 计算机、通信和其他电子设备制造业为主的企业。企业注册资本64919.2963万人民币，实缴资本 64919.2963万人民币。公司法定代表人为何爱彬。 通过天眼查大数据分析，深圳市赢合科技股份有限公司共对外投资了14家企业，参与招投标项目128 次，知识产权方面有商标信息20条，专利信息306条，此外企业还拥有行政许可23个。 金融界消息 截至2025年8月14日收盘，赢合科技（300457）报收于20.84元，下跌2.57%，换手率 3.31%，成交量21.12万手，成交金额4.46亿元。 资金流向方面，今日主力资金净流出4506.05万元，占比成交额10.1%。其中，超大单净流出1977.90万 元、占成交额4.44%，大单净流出2528.15万元、占成交额5.67%，中单净流出流入342.63万元、占成交 额0.77%，小单净流入4163.42万元、占成交额9.34%。 赢合科技最新一期业绩显示，截至2025一季报，公司营业总收入13.38亿元、同比减少28.29%，归属净 利润1516.42万元，同比减少9 ...

8月14日，赢合科技大宗交易成交60.8万股，成交额1127.84万元，占当日总成交额的2.47%，成交价 18.55元，较市场收盘价20.84元折价10.99%。 ...

8月12日，赢合科技大宗交易成交31.5万股，成交额602.6万元，占当日总成交额的1.32%，成交价19.13 元，较市场收盘价21.25元折价9.98%。 ...

证券代码：300457 证券简称：赢合科技 编号：2025-055 深圳市赢合科技股份有限公司 关于公司董事、高级管理人员减持股份的预披露公告 公司董事、总裁何爱彬先生保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、股东的基本情况 1、股东名称：何爱彬 2、截至本公告日，上述股东持有公司股份情况如下： | 姓名 | 职务 | 持有股份数量 | 所占总股 | 所占剔除公司回购专户 | | --- | --- | --- | --- | --- | | | | | 本比例 | 股数后公司总股本比例 | | 何爱彬 | 董事、总裁 | 783,359 | 0.12% | 0.12% | 二、本次减持计划的主要内容： 1、本次拟减持的原因：个人资金需求。 2、股份来源：首次公开发行前持有的股份（包括因权益分派实施资本公积 转增股本部分）、股权激励授予股份。 3、减持方式：证券交易所集中竞价交易。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 深圳市赢合科技股份有限公司（以下简称"公司"）董事、总裁何爱彬先生 持有公司股份 783,359 股（占 ...

| | | 8月5日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 中马传动 | 不涉及机器人业务 | | 项目投资 | 回盛生物 | 拟投资建设兽用原料药绿色设备技改项目 | | 中标合同 | 珠江钢琴 | 白水寨公司中标白水寨风景名胜区白水仙瀑景区经营权招选项目 | | 经营数据 | 牧原股份 | 7月商品猪销售收入116.39亿元 | | 股权收购 | 嵘泰股份 | 拟收购中山澳多51%股权 | | 回购 | 舜禹股份 | 已累计回购3.07%股份 | | 业绩 | 长虹华意 | 上半年净利润2.57亿元 同比增长13.42% | | 增减持 | 光格科技 | 股东基石创投、方广二期拟合计减持不超4.04%股份 | | | 道道全 | 兴创投资拟增持5000万元-1亿元公司股份 | | 其他 | 豪恩汽电 | 拟定增募资不超11.05亿元 用于投资豪恩汽电深圳产线扩建项目等 | | | 英联股份 | 子公司与某知名圆柱电池公司签署《战略合作协议》 に 簡屋に | 【热点】 上纬新材(688585.SH)：如未来公司股票价格进一步上涨，可能再次 ...

证券日报网讯 8月5日晚间，赢合科技发布公告称，截至2025年7月31日，公司通过回购专用证券账户以 集中竞价交易方式实施股份回购，累计回购股份数量为6，504，400股，达到公司目前总股本的1%。 （文章来源：证券日报） ...

格隆汇8月5日丨赢合科技（维权）(300457.SZ)公布，截至2025年7月31日，公司通过回购专用证券账户 以集中竞价交易方式实施股份回购，累计回购股份数量为6,504,400股，达到公司目前总股本的1%，最 高成交价为21元/股，最低成交价为15.38元/股，成交总金额为1.25亿元(不含交易费用)。 ...